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Our Services

Adapting gracefully.

Change is hard. Many people resist change even when they know that it is for their own good. To ensure that our clients stay comfortable throughout the entire planning process, we take baby steps. The first step is merely committing to taking action on a financial plan. Once the client is comfortable, we work on implementing one action at a time until all of their needs are addressed, and the whole strategy is in place.

Whether you are looking for someone to show you strategies on how to improve your financial situation – or you simply want a game plan to maximize what you are currently doing – we can help.

Rebuilding certainty.

To help women with their retirement planning, we go through a four-step process.

  1. We listen. We want to understand every client’s unique situation, so we spend time learning your attitudes toward money. Why? Those feelings will ultimately determine what influences your financial decisions.

  2. We analyze. We gather documents and examine your financial situation to develop a clear picture of your needs, assets, liabilities, and risk tolerance.

  3. We customize. We design a financial strategy that meets your needs now, and your needs in the future. Not everyone has the same needs or wants, so your plan of action is tailored specifically to you.

  4. We review. By periodically assessing how your strategy is going, we make adjustments and keep your plan on track.
     

At Jackson Sams Wealth Strategies, we provide professional assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
    • Check Writing through brokerage accounts
    • Debit Card through brokerage accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies*
  • Retirement Plan Education
  • College Plans
  • Estate Plans*
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.